Services
Strategic Solutions for Every Stage of Growth
Four service divisions, each starting with a consultation and shaped around your goals, circumstances and stage of development.
Strategy informed by experience. Services shaped around each client.
Charitable presentations and community-service initiatives supported through Accion’s nonprofit and foundation advisory work.
Division 01
Trust & Legacy Planning Support
Education, organization and coordination for individuals, families, business owners and community leaders preparing family, business and charitable legacy plans.
Who this is for
Individuals and families organizing their affairs, business owners preparing for transition, and community leaders with charitable intentions.
What's included
- Family, business, and charitable trust education
- Trust-readiness consultations
- Asset, beneficiary, and succession information organization
- Legacy and charitable-giving strategy support
- Business continuity planning
- Coordination with licensed legal, tax, and financial professionals when required
General process
- 01Trust-readiness consultation to understand priorities and current position
- 02Structured organization of assets, beneficiaries and responsibilities
- 03Preparation of supporting materials and an implementation timeline
- 04Coordination with the licensed professionals your plan requires
Division 02
Business Formation & Growth Advisory
Practical structure, systems and strategy for entrepreneurs forming a company or preparing for a next stage of growth.
Who this is for
New entrepreneurs, established small businesses, and owners preparing to formalize operations or expand.
What's included
- Business formation and organizational support
- Strategic and business planning
- Policies, procedures, and operational systems
- Business credit readiness
- Branding, websites, and digital presence
- AI implementation and business automation consulting
General process
- 01Consultation to review the business model, stage and goals
- 02Formation, structure and documentation planning
- 03Development of operating systems, brand and digital presence
- 04Phased implementation with defined milestones
Division 03
Nonprofit Development, Grants & Compliance
Formation, governance, grant development, website development, compliance, and sustainability support for mission driven organizations building durable community impact.
Who this is for
Founders launching a nonprofit, and existing organizations strengthening governance, programs or funding readiness.
What's included
- Nonprofit formation and 501(c)(3) preparation
- Bylaws, governance policies, and organizational documentation
- Grant research and funding-readiness strategy
- Grant writing and proposal development
- Grant proposal reviews and strengthening
- Nonprofit website development and digital presence
- Program development and outcome planning
- Compliance and charitable-registration support
- Sustainability and organizational-growth planning
General process
- 01Consultation to clarify mission, programs and organizational stage
- 02Formation and governance documentation preparation
- 03Program design and funding-readiness planning
- 04Ongoing compliance calendars and organizational support
Division 04
Financial & Organizational Solutions
Organized books, records, filings and administrative systems that make confident decision-making possible.
Who this is for
Individuals, households, small businesses and nonprofit organizations that need their financial and administrative affairs organized.
What's included
- Bookkeeping and financial organization
- Tax preparation and tax-resolution support
- Personal and business credit consulting
- Financial document preparation
- Compliance calendars and administrative systems
- Professional referral and coordination support
General process
- 01Consultation to review current records, filings and obligations
- 02Organization of documents and financial information
- 03Preparation and coordination of applicable filings and materials
- 04Ongoing administrative systems and compliance calendars
Not Sure Where to Begin?
Most engagements begin with a single conversation. Tell us what you are working toward and we will identify the appropriate service pathway.